FFN

Focus Financial Network Portfolio holdings

AUM $2.8B
1-Year Est. Return 22.06%
This Quarter Est. Return
1 Year Est. Return
+22.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
-$224M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$3.6M
3
+$3.11M
4
AAPL icon
Apple
AAPL
+$3M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.79M

Top Sells

1
+$8.28M
2
+$5.7M
3
+$3.42M
4
IYW icon
iShares US Technology ETF
IYW
+$2.58M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$2.37M

Sector Composition

1 Technology 11.43%
2 Healthcare 5.32%
3 Consumer Discretionary 3.85%
4 Financials 3.68%
5 Industrials 3.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.5M 0.37%
168,173
+29,669
52
$4.46M 0.37%
+51,621
53
$4.44M 0.37%
282,116
-25,042
54
$4.43M 0.37%
26,308
-318
55
$4.34M 0.36%
106,108
+11,050
56
$4.3M 0.36%
69,417
+12,175
57
$4.24M 0.35%
8,838
+703
58
$4.23M 0.35%
134,351
-37,634
59
$4.17M 0.34%
59,450
-5,572
60
$4.14M 0.34%
131,567
+7,042
61
$4.14M 0.34%
58,974
+26,490
62
$4.08M 0.34%
36,222
+29
63
$3.96M 0.33%
36,412
+15,083
64
$3.83M 0.32%
42,326
-33
65
$3.81M 0.31%
42,079
-10,236
66
$3.66M 0.3%
78,659
-1,265
67
$3.62M 0.3%
16,107
+762
68
$3.58M 0.3%
18,193
-195
69
$3.55M 0.29%
25,802
-738
70
$3.54M 0.29%
10,173
-505
71
$3.52M 0.29%
24,944
+3,380
72
$3.49M 0.29%
66,533
+2,790
73
$3.43M 0.28%
144,980
-9,110
74
$3.41M 0.28%
81,925
+8,665
75
$3.37M 0.28%
86,599
-4,261
1 2
3
4 5